Were more confident when asking for large gifts - both intentional and proactive

Had clarity on the priorities and amount of time you need to spend on fundraising

Knew how to grow your organization year after year

Sign Up for our 90-Day Virtual Bootcamp

Includes one-on-one, every-other-week calls with our strategist, along with weekly exercises and homework.

MONTH 1 WHAT YOUR DONORS NEED TO SEE AND HEAR FROM YOU

Your top donors need to be able to easily understand your plans, programs,
and financials. In essence, each donor needs to know the role they play in your
growth. Every year there are a number of tasks, plans, and presentations that
must be created so solicitor to be successful. Here’s what
I’ll teach you this month:

How to translate strategic documents into appropriate, donor-focused pieces

Ensuring your programs are donor-digestible

How to approach and establish your actual, financial need for growth year after year

The best way to create healthy, low-risk, annual giving patterns

What your impact-driven plans and financials need to look like for donor meetings and solicitations

How adopting a growth mindset leads to more confidence (and money) during the big ask

MONTH 2 THE EXPERIENCE DONORS NEED TO RECEIVE FROM YOU EVERY
YEAR

Your goal is to receive your donor’s best gift. Each donor needs to
be given an annual experience tailored to their needs – one that is
exclusive and sincere. Every year you need to take time to plan out the
individual journey your donors take with your organization. When you create a
positive experience with them all year long, you will have greater results
during your solicitations. Here’s what I’ll teach you this
month:

The best approach to segmenting the donor base by type and level of generosity

How to design a satisfying donor experiences for your donor segments

How to get in a monthly rhythm that drives accountability for growth and metrics

How to create an annual gift chart to use during solicitations (don’t worry, I’ll give you a template)

How to create a gift acceptance and fulfillment process that sets you apart from your competition

MONTH 3 HANDS-ON SOLICITATION TRAINING AND PRACTICE

Now, it’s time to practice all you’ve learned and
created. Your donors need to be asked to invest in your organization. I hear you
– I know you are scared. But your fear will be greatly reduced when
you have the right mindset and tools in hand. Here’s what
I’ll teach you this month:

How to solicit for your organization’s key annual gifts

How to present solicitation tools in a variety of situations

Practical ways to use your gift chart

Discussing your specific donor scenarios and creating your next steps for each

Role-playing solicitation scenarios specific to your organization

The right amount of time you and the board need to carve out for your top 30 donors every year

Are You the Right Fit for Bootcamp?

Schedule your first coaching session for FREE and take advantage of seeing what our journey could be like together to grow your organization.